Flat-fee, CPA-led bookkeeping for small and mid-sized businesses: monthly reconciliations, financial statements you can act on, and books that are ready when tax season arrives.
We keep your books current and reconciled every month, catch you up if you are behind, and hand your tax preparer finished financials, so you always know where the business stands.
What it is. A CPA-led team keeps your books current every month: transactions categorized, every account reconciled, financial statements delivered on a fixed date, and everything kept tax-ready.
Who it is for. Small and mid-sized businesses that have outgrown do-it-yourself QuickBooks or a part-time bookkeeper and want clean numbers without the cost of an in-house team.
What current books give you. Books that are current and reconciled turn tax season from a scramble into a handoff, and turn a guess about profit into a number you can trust.
Corviniti provides monthly bookkeeping to small and mid-sized businesses. The service is flat-priced: we categorize your transactions, reconcile every bank, credit card, and loan account, book payroll from your provider, and deliver financial statements on a fixed date, so you always have an accurate, current picture of the business. The team is led by a CPA with Big Four experience.
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How we keep your books
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Bookkeeping for small businesses, in three minutes
3 min
How the monthly close works, how catch-up cleanup gets you current, what you get each month, and what onboarding looks like.
0:00Why clean, current books matter
0:40The monthly close cycle
1:25Catch-up and cleanup, explained
2:10What you get each month
2:55Our satisfaction guarantee
Transparent Pricing
Bookkeeping: pick the perfect plan
Flat monthly pricing sized to your business. Each plan keeps the books current and reconciled; the higher tiers add AR and AP tracking, KPI reporting, and hands-on support as you grow.
Basics
Simple, accurate bookkeeping every month. Best for solo owners with < $50k monthly expenses.
Every plan is flat monthly and month to month, with no long-term contract. Catch-up and cleanup, if you need it, is a separate one-time project quoted up front. Volume above the Professional tier is quoted to scope, so contact us for a specific number.
How We Help
What you get
Flat-fee monthly bookkeeping that keeps the books current and tax-ready, with the reporting and support to actually use them, led by a CPA.
Monthly books, reconciledEvery bank, card, and loan account reconciled to the statement, transactions categorized, and statements delivered on a fixed date.
Catch-up and cleanupMonths or years of backlog rebuilt and reconciled to a books-to-bank standard, quoted as a one-time project.
Financial statements you can useA profit and loss statement, balance sheet, and cash flow summary each month, with a short read on what moved.
Tax-ready year-end packageReconciled statements, the general ledger, and 1099 detail your tax preparer can file from, with no year-end scramble.
Planning and forecastingCash flow forecasting, budget-to-actual, and KPI reporting on the higher tiers, so the books drive decisions.
A CPA on call, flat monthlyA CPA-led team that answers within one business day, at a predictable monthly price with no hourly meter.
When companies bring us in
You are behind on your books, or they have never been reconciled to the bank.
Tax season is a scramble every year because the books are not ready in time.
You cannot tell from your numbers whether the business is actually making money.
You have outgrown do-it-yourself QuickBooks or a part-time bookkeeper.
How it works
The monthly bookkeeping cycle
Monthly bookkeeping follows a fixed cycle, and the same five steps repeat every month to keep the books current. Capture pulls in the bank, card, and app feeds. Categorize codes every transaction to a chart of accounts built for your business. Reconcile ties every bank and card statement to the books. Close runs the accruals, adjustments, and a flux review. Report produces the financial statements and a tax-ready package on a fixed date. If the books are behind, catch-up and cleanup come first, then the cycle keeps them current. The output is financial statements you can actually use and a clean year-end handoff your tax preparer works from.
The monthly bookkeeping cycle for a small business. Illustrative.
This is for you if
You are behind on your books, or they have never been reconciled to the bank.
Tax season is a scramble every year because the books are not ready in time.
You cannot tell from your numbers whether the business is actually making money.
You have outgrown do-it-yourself QuickBooks or a part-time bookkeeper.
What you get
Monthly books, reconciled Every bank, card, and loan account reconciled to the statement, transactions categorized, and statements delivered on a fixed date.
Catch-up and cleanup Months or years of backlog rebuilt and reconciled to a books-to-bank standard, quoted as a one-time project.
Financial statements you can use A profit and loss statement, balance sheet, and cash flow summary each month, with a short read on what moved.
Tax-ready year-end package Reconciled statements, the general ledger, and 1099 detail your tax preparer can file from, with no year-end scramble.
Planning and forecasting Cash flow forecasting, budget-to-actual, and KPI reporting on the higher tiers, so the books drive decisions.
A CPA on call, flat monthly A CPA-led team that answers within one business day, at a predictable monthly price with no hourly meter.
The Detail
The gaps, and how we close each one
Service 01
Monthly bookkeeping and reconciliations
Most small business books fail in the same two places: transactions categorized wrong, and accounts that never get reconciled. Both compound, and by the time a loan application or a tax deadline forces the question, the profit number the owner has been watching all year is wrong.
How we handle it
We run your books on QuickBooks Online or Xero on a monthly cycle. Every transaction is categorized against a chart of accounts built for your business, every bank, credit card, and loan account is reconciled to the statement, and payroll from your provider is booked correctly, including the employer taxes owners routinely miscount as profit. You get a profit and loss statement, balance sheet, and cash flow summary on the same date every month, with a short note on anything that moved and one batched question list instead of a drip of emails.
Service 02
Catch-up and cleanup bookkeeping
Many businesses come to us behind: months or years of unrecorded activity, a QuickBooks file that no longer matches the bank, balances that have been wrong since an old bookkeeper left. The filing deadlines come due whether or not the books are ready.
How we handle it
Cleanup is one of the most common ways an engagement starts. We rebuild the ledger from bank and credit card records, fix miscategorized history, reconcile every account to the statements, and clear the junk balances that accumulate in accounts nobody reviews. The deliverable is a books-to-bank reconciliation your tax preparer, your lender, or an auditor can rely on, brought current through the most recent closed month, then kept current monthly so the backlog never rebuilds. Cleanup is quoted as a one-time project alongside the monthly price, typically one to two months of the recurring fee.
Service 03
Financial statements you can actually use
Plenty of businesses get a monthly report and still cannot answer the basic questions: which products or jobs make money, whether they can afford to hire, what the tax bill will look like. A report nobody can read is just paperwork.
How we handle it
Every month you get a full reporting package, the profit and loss statement, balance sheet, and cash flow summary, plus a short written read on what moved and what to watch. We build the chart of accounts so it answers the questions you actually ask, by location, product line, or job, and we review margins as well as totals. The point of the books is to make better decisions, and that only happens when the reports are built to be used.
Service 04
Tax-ready books and a clean year-end handoff
Tax season is a bookkeeping deadline before it is a tax deadline. 1099s go out January 31, pass-through returns are due in March, and personal and C corporation returns follow in April. Books that are behind or wrong turn each of those into a reconstruction billed at tax-season rates.
How we handle it
Because the books close every month, year-end is fast: the package is assembled from books that are already done. We deliver final reconciled statements, the general ledger, loan and fixed asset schedules, and the contractor payment detail that feeds 1099-NEC filings, in a form your tax preparer works from directly. Corviniti is a CPA firm and can prepare the business and owner returns as well, so the same team that kept the books can file from them, and the handoff disappears. Whether we file them or your CPA does, tax season stops being a fire drill.
Behind on your books, or just tired of the year-end scramble? Talk to us, and the first clean month will show you the difference.
Clean historical books tell you what already happened. Growing businesses also need to see what is coming: whether they can make payroll through a slow month, what a hire or a piece of equipment does to cash, and whether the year is tracking to plan.
How we handle it
On the Professional tier and up, we add forward-looking work to the monthly books: rolling cash flow forecasting that projects liquidity and runway, a budget with budget-to-actual variance reporting so spending trends show up early, KPI dashboards tailored to your model, and scenario modeling for decisions like a hire, a capital purchase, or an expansion. The books stop being a rear-view mirror and start driving the decisions in front of you.
Service 06
QuickBooks Online, Xero, and getting set up
The accounting platform, and how it is set up, decides how much manual work the books take and how reliable the numbers are. A badly configured file, or the wrong tool for the business, quietly creates errors every month.
How we handle it
Most of the small businesses we work with are on QuickBooks Online, so that is where we keep the majority of our clients, and it is what we recommend when a business is choosing a platform. We also work in Xero, and for larger or more complex companies, NetSuite and Sage Intacct. If you are on desktop QuickBooks, spreadsheets, or a shoebox, migration to QuickBooks Online is part of the setup, and you keep full ownership of the file. We connect read-only bank feeds and the apps your business uses so the monthly close is as automated as it can safely be.
Service 07
Bookkeeping tailored to your industry
A bookkeeper who treats every business the same misses what matters in each. A trade shop needs job costing, a restaurant needs prime cost, a law firm needs trust accounting, and an online seller needs channel reconciliation. Generic books blend all of it into one number that hides the details that decide profit.
How we handle it
We tailor the books to how your industry actually operates, and we have dedicated pages for the ones we see most: plumbing and HVAC, electricians, general contractors, law firms, medical and dental practices, marketing agencies, consulting firms, restaurants and cafes, real estate firms, property management, e-commerce, and gyms and fitness studios. Each covers the specific accounting that industry depends on and the platforms it uses. The full list is at the bottom of this page, and if yours is not there, the core monthly service still fits.
Service 08
How we work with your business, month to month
A fair question before hiring any bookkeeper: what does the month actually look like from your side, and how do you reach us when something comes up?
How we handle it
The work is done in QuickBooks Online or Xero, read-only bank feeds, and a shared inbox for the statements and bills we need. You get a fixed monthly delivery date, full access to your accounting system, a standing way to reach us, video calls when a conversation beats an email, and a CPA who answers within one business day. Engagements are month to month with no long-term contract, and you get a CPA-led team at a flat monthly price a solo bookkeeper cannot match on depth, keeping your books to the standard the rest of our practice works to.
FAQ
Frequently asked questions
What's included in your bookkeeping services?
We handle the core monthly accounting, including transaction categorization, bank and credit card reconciliations, and monthly financial reporting. Our goal is to keep your books accurate, organized, and ready for tax preparation.
How much does bookkeeping cost?
We are very transparent with our pricing, and hence have provided tiered fixed pricing above. Pricing depends on the size and complexity of your business, including transaction volume and number of accounts. There are no contracts, and engagements are month-to-month, with 30 day notice to cancel by either party.
Note that the monthly tiered pricing above is for the core monthly bookkeeping services. If your books have not been maintained well until now, there may be a one-time “clean up” or “catch up” service to reconstruct the past months/years of accounting (typically estimated at 1-2 months of the monthly recurring fee).
What are your renewal terms or commitments?
Our bookkeeping services are typically structured on a month-to-month basis with no long-term commitment required. You can continue, adjust, or cancel services as your business needs evolve, with simple notice terms outlined upfront. Services are automatically renewed monthly until cancelled, with 30-day notice.
Do I still need a CPA or tax preparer?
Yes. We are CPAs, and can prepare your tax returns as well, for a separate fee. Or we can work alongside your current CPA by maintaining clean, tax-preparer ready books. Whether we prepare your taxes or someone else does, us preparing the bookkeeping helps streamline tax filings and reduce back-and-forth at year-end.
How often will my books be updated?
For monthly bookkeeping clients, we update and reconcile your accounts at the end of each month and provide financial reports on a consistent timeline. (We can of course update your books more frequently than that, for an increased fee.)
Can you help if my books are behind?
Absolutely. We offer clean-up and catch-up services to bring your books up to date, whether you’re a few months or a few years behind. These are billed as one-time charges (typically estimated at 1-2 months of the monthly recurring fee).
What software do you use?
We primarily work with QuickBooks for small- and medium-sized businesses, and can help set up, clean up, or optimize your system to ensure everything runs smoothly. (We can work with other software as well, such as Xero or NetSuite. Inquire for more information.)
Do I need to switch banks or systems to work with you?
No. We work with your existing accounts and tools whenever possible and can integrate directly with most major banks and platforms.
Will I have access to my financials?
Yes. You’ll have full access to your accounting system and receive clear monthly reports so you always understand your financial position.
How involved do I need to be?
As much or as little as you prefer. Some clients stay hands-on, while others fully outsource the process. We adapt to your level of involvement.
How do I get started?
We begin with a quick consultation to understand your business and current setup, then outline a clear plan to get your books in order and maintained going forward. Contact us with either the contact form or giving us a call and we will schedule a consultation.
Our Guarantee
100% Satisfaction Guaranteed
If you are not fully satisfied in your first month, we refund that month’s bookkeeping fee, no hassle. That is up to a full free month to decide we are right for you. One-time catch-up and cleanup fees are non-refundable. See terms for details.
Why Choose Us?
More Time for You to Run Your Business
Running a business means your time is best spent serving customers and growing, not reconciling accounts or chasing down last month’s numbers. We handle the day-to-day bookkeeping so you can stay focused on the work, with clean, reliable financials whenever you need them.
We understand how small businesses actually operate: uneven cash flow, job or project-based income, and expenses that do not fit neatly into a box. Our approach is practical and built around that reality, giving you numbers that reflect what is really happening in your business.
